Philadelphia Trust Company’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Philadelphia Trust Company’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$359K	Hold	3,757	–	–	0.02%	196
2026 Q1	$330K	Hold	3,757	–	–	0.02%	201
2025 Q4	$336K	Hold	3,757	–	–	0.02%	200
2025 Q3	$334K	Hold	3,757	–	–	0.02%	194
2025 Q2	$315K	Hold	3,757	–	–	0.02%	195
2025 Q1	$300K	Hold	3,757	–	–	0.03%	203
2024 Q4	$304K	Buy	3,757 +459	+14%	+$38.4K	0.02%	199
2024 Q3	$274K	Buy	3,298 +458	+16%	+$36.7K	0.02%	209
2024 Q2	$222K	Hold	2,840	–	–	0.02%	209
2024 Q1	$216K	Buy	+2,840	New	+$207K	0.02%	215

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Philadelphia Trust Company's DGRW Position: Q2 2026 in Review

Philadelphia Trust Company held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 3,757 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #196.

Philadelphia Trust Company first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. 792 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Philadelphia Trust Company held 3,757 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $359K as of Q2 2026.
Philadelphia Trust Company left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Philadelphia Trust Company's portfolio in Q2 2026, its #196 holding.
Philadelphia Trust Company first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
792 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Philadelphia Trust Company's 13F filing for Q2 2026, filed 10 Aug 2026.